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Recharge your business with the latest from Sage 50.

Combine proven functionality with always-on mobility. Sage 50c Accounting is a cloud connected solution that helps simplify everything from customer billing to real-time collaboration with your accountant. For growing your business in the modern world, nothing is more connected.

Which one will you choose for your business?

Features included in your plan

Sage 50

Sage 50c
New—Best value!

Sage 50c Pro or Premium Accounting 2017

Seamless automatic software updates

Unlimited access to support: chat, email,
and North American-based phone support

Care Plan choicesEnsure you make the most of your investment with care plans for whenever you need a helping hand with your Sage 50 Accounting software. Sage 50 Business Care Plans can include:

Unlimited number of online tickets.

Unlimited access to chat and telephone support.

Remote access assistance.

A designated support team.

Priority queue to help resolve your technical issues faster.

Year-end support call.

Let us help you find the right Sage 50 Business Care Plan for you.

Call 1-877-894-2378

New Features by Version

Over the years, Sage 50 Accounting has made hundreds of changes based on your suggestions, many of which are listed below. Thank you for taking the time to share your insight, as always, your suggestions are welcomed and appreciated.

Sage 50 Accounting 2017

The following are features included in Sage 50 Accounting 2017.2:

Microsoft Office 365 integration2

Sage Capture

Capture and document purchases and expenses – take a picture of supplier receipts and bills with Sage Capture, saving them to One Drive and posting transactions to your sage 50c…all from your mobile or tablet.

Sage Intelligence Reporting Cloud2

Unleash the power of your Sage 50c data in Excel… and either build powerful and in-depth reports with our simple drag and drop designer, or use one of the smart templates.

Sage One Start integration2

Sage 50 now integrates with Sage One Start

Easily upload records with bulk API when uploading records to Sage One during initial set-up and for larger company database.

Improved experience

Easily add links to files in sales and purchase invoices, vendor payments, receipts and General Journal transactions. With a single click, you can view the linked file.

Payment improvement

Direct Deposit Enhancements: simplify the audit of electronic file transfers with the following enhancements:

Show Generation File Number column

Show total amount and count on report

Allow corrections to be filtered out

SIN Validation for T4A: if you create T4A for your vendors, Sage 50 validates the format of the vendor's SIN for Box 12.

Government compliance

Payroll requirements for Ontario: payroll statements now show the pay period start date.

Microsoft Office 365 Business Premium is required.

Purchase of a Sage One subscription is required. Call 1-888-261-9610 for details.

The following are features included in Sage 50 Accounting 2017.1:

Sage 50c cloud solutions

Microsoft Office 365 integration1

Integration with Microsoft Office 365 will soon be possible. Available Spring 2017.

Sage One Accounting integration2

Sage 50 connects to the all new version of Sage One for Canada.

Improved transaction processing

Recording payments simplified

When processing customer and vendor payments in various transaction windows, you can use a pushpin to select the current payment method for faster transaction processing.

Improved experience

Help menu redesign

The improved design in the help menu structure gets you to the appropriate help resource when you need it.

Payment improvement

Include vendor SIN on T4A and T5018

If a vendor record contains a 9-digit tax ID, that number is included in the corresponding SIN box when printing a T4A3 or T5018 form. Also, if you are using electronic filing for T5018, the 9-digit number is included in the correct field in the file.

Government compliance

Payroll tax updates for January 1, 2017

If you have a support plan that includes payroll tax updates, you benefit from timely and comprehensive in-house payroll processing within Sage 50 Accounting to help you save time and reduce the risk of payroll tax penalties at year-end.

Microsoft Office 365 Business Premium is required. Available in Spring 2017.

Purchase of a Sage One subscription is required. Call 1-888-261-9610 for details.

An active plan that includes T4A forms is required.

The following are new features included in Sage 50 Accounting 2017.0:

Improved communication

Batch Email

You now can send various forms using bulk email for a more efficient workflow.

You can send the following through batch email:

Direct deposit stubs for vendors or employees

Invoices

Receipts

Purchase orders

Sales orders

Sales quotes

Improved sales processes

Payments simplified

Quickly and easily select a default payment method for vendor payments and customer payments. If you accept credit cards or process payments through Direct Payments or EFT Direct1, you have even more methods to select from.

Payment status demystified

You can now add Paid and Amount Owing fields to customized forms. The payment status automatically displays on the default Sage 50 forms.

EFT Direct and multiple bank accounts

EFT Direct has been updated to support multiple bank accounts for more flexibility.

You can select and use separate bank accounts for employee direct deposit, vendor payments, and customer pre-authorized debit.

Sage 50c cloud solutions

Sage One Integration Enhancement1

We've simplified setup! With a couple clicks, you can effortlessly set up your Sage One company to work with your Sage 50 Accounting company. Sage 50 Accounting does all the heavy lifting for you.

Government compliance

Sales tax update for 2016

Prince Edward Island has announced that the HST will increase to 15% on October 1.

New companies created on or after October 1 will automatically use the updated sales tax. If you have an existing company, you will have to adjust the HST rate.

Sage 50 Accounting 2016

The following are new features included in Sage 50 Accounting 2016.3:

Improved user experience

Promote your business with graphics

Graphics are a great way to personalize your customer communications and promote your business. Adding logos to customer invoices has been enhanced with easier access and a simplified process. You can now also place your logo on customer statements. In addition to the easy workflow, you'll have better control of image scaling.

Support for images in Portable Network Graphics (PNG) format

Sage 50 Accounting has expanded its image support by including the PNG format. If you want to use this common image type, you can do so now.

Simplified server installation and upgrade

Updating a server installation has been enhanced and simplified. With a one-click update, you'll never have to worry about being out of synch while working.

Simplified desktop update process

Sage 50 Accounting now features a streamlined update. With a couple clicks, you've installed the newest release and even created a backup. Workstations connected to the company file detect when an update is available and remind users that they need to also update the server installation.

Enhanced email integration

You can now use popular web-based email services like Gmail, Yahoo, Outlook.com, or Outlook 365 with Sage 50 Accounting. No complex setup involved! Use a different or lesser known service? Sage 50 lets you configure it manually. If you prefer to use your desktop email application, Sage 50 Accounting supports both the 32-bit and 64-bit version of Outlook.

Redesigned Learning Centre

The Learning Centre is your launch pad for all Sage 50 Accounting learning resources. You'll find videos, articles, and quick tips so you can make the most of your Sage 50 Accounting solution. Easily manage the basics of bookkeeping or become a master, it’s your choice and it’s at your fingertips.

Enhanced List Panes

For improved usability, there is now more contrast between the font and the background in the list panes.

Improved sales processes

Easily see customer contact name and info3

When looking at customer aged reports, you want their contact info readily available. With a few clicks, reports can show their contact name, phone, and email address.

Payment information at a glance

Take the guess work out of customer payments. You can readily see a PAID stamp on any printed or emailed invoice that has been fully paid.

Integrated EFT Direct1

EFT Direct is now fully integrated within Sage 50 Accounting. Previously a separate download, this integration allows for easy installation, updating, and use. EFT Direct allows you to conveniently make and receive electronic payments through electronic funds transfer. This service includes employee direct deposit, vendor payments, and customer pre-authorized debit.

Process recurring payments seamlessly

Recurring transactions have been improved for faster payment collection. If your customers use either a credit card or pre-authorized debit, you can use either method to process their recurring payments. Credit card payments are processed within a PCI-compliant integrated payment solution.

Sage 50c cloud solutions

Sage Drive Enhancement2

If you work in a company shared through Sage Drive, you can now open that company in read-only mode while another user is processing transactions and creating records.

Government compliance

Sales tax updates for 2016

New Brunswick and Newfoundland and Labrador have announced changes to the HST rate in their respective provinces. New Brunswick and Newfoundland will increase the HST to 15% as of July 1.

An active service plan is required to purchase the EFT Direct service.

Only customers on any Sage 50 subscription plan can purchase Sage Drive. Your Sage 50 data may only be accessed by one person at a time, and there are limits as to the amount of data that can be accessed. Sage Drive data is securely accessed online by entitled users. The Sage Drive database is always current as of your most recent transactions. If you wish to have data copies as of specific dates that you can restore, you will also need to create manual backups using Sage 50 Accounting.

The following are new features included in Sage 50 Accounting 2015.3:

Improved updating and installation experience

For a faster and easier sign in, Sage 50 Accounting remembers the email address you use.

If you have shared your company, you can pause sharing and keep working, even without an Internet connection. Resume sharing without having to re-invite other users.

Keep Sage 50 Accounting up to date while you’re on the move with Sage One Integration - Mobile app for your phone

By downloading the Sage One Mobile app (iOS and Android), you can now do everyday tasks on the go and synch your data with Sage 50 Accounting.

Create, email and update invoices

Record purchases and expenses

Add and update your business contacts

Add and update products or services

Improved Integration with Sage One - Faster setup and easier day-to-day use

With improved integration to Sage One you can automatically map your Sage 50 Accounting customer records, vendors, accounts, inventory items and tax codes to Sage One for a quick, easy setup and perfect record match every time. You’ll now find that recording transactions in Sage One gives you the benefits of anytime, everywhere bookkeeping and the integration into Sage 50 Accounting allows you to maintain your robust, desktop accounting processes.

Bank Feeds - Import bank transactions with just a few clicks

Reduce the amount of data entry you do by importing transactions from your bank accounts, credit cards and PayPal accounts. With bank feeds you’ll no longer need to download electronic statements from your bank and manually import them. Bank feeds are set up in Sage One.

Improved communication with customers and vendors - Transaction source number included in direct deposit email and attachment

If you are using direct deposit for payments to vendors and from customers, the email they receive now contains the transaction source number in the email subject line and attachment. This allows for efficient tracking of payments.

The following are new features included in Sage 50 Accounting 2015.2:

Sage Drive - Save time by saying goodbye to USBs and transfer systems

Access your data from anywhere you have Sage 50 Accounting installed and have Internet access.

Share your data with your accountant or bookkeeper. No more transferring of data, copying files back and forth, or using Accountant's Copy files.

Sage One Enhancements

Enhancements for future functionality with Sage One and the integration between Sage One and Sage 50 Accounting were made.

Enhanced inventory serial number reporting

When creating a serial number report, you can now opt to show only inventory items with an Available status.

T5018 Summary and language of correspondence

When generating a T5018 Summary, the language of correspondence now appears.

The following are new features included in Sage 50 Accounting 2015.1:

Improved sales process and administration

Support for employer contributions in VRSP (Quebec only)

If your employees participate in the Voluntary Retirement Savings Plan (VRSP), employers can now easily contribute to their plans when running payroll.

Employer expenses defined by amount or percentage

Employers with user-defined expenses have the flexibility to choose to set those expenses by a specific amount or a percentage.

Mobile invoicing*

Create and send invoices online from anywhere at anytime and have it all integrated within Sage 50 Accounting. You or your employees no longer need to wait to get back to the office to create an invoice. You can now create an invoice on the move using Sage One and your data will sync back to Sage 50. Available February 2015. *Additional fees may apply.

Improved workflow when Connection Manager needs to be updated on a server

If you connect to your data on a server which does not have the most recent update of Sage 50 Accounting, you will now see a message about updating the Connection Manager.

The following are new features included in Sage 50 Accounting 2015.0:

Improved customer statements for easier collections

Keep track of who owes you money by generating statements for customers with outstanding or overdue balances. Statements show amounts outstanding or overdue in addition to any payments made.

Support for compound interest for overdue sales invoices

Create an incentive for customers to pay you on time by charging a daily interest rate on overdue invoices.

More information included on orders, invoices, and packing slips

Provide more details to your customers by adding more information fields to their orders, invoices, and packing slips. If you sell products or services with that require a more detailed description or additional information, you can include that for your customer's benefit.

When you customize a template and choose to save, the Save as dialog automatically opens so you can name your file and save your work.

More efficient processing of customer receipts and vendor payments

If you are processing multiple payments from a customer or to a vendor, you can reuse the selected customer or vendor by clicking the pushpin.

Payroll

Integration with Manulife PRPP and VRSP (Quebec only)

This easy-to-use integrated solution will help Quebec employers comply with mandatory government regulations quickly and easily. The Voluntary Retirement Savings Plan (VRSP) Act came into effect on July 1, 2014 whereby all small businesses with five or more employees will be required to offer a workplace savings plan.

The integrated payroll solution offers a streamlined payroll workflow through Sage 50 Accounting—Canadian Edition while simplifying the ongoing administration of Manulife’s new VRSP. This saves time and reduces redundant data entry:

Prefill VRSP contribution file for each payroll cycle

Prepopulate employee information files created by Sage 50 Accounting to ensure accurate information is sent to Manulife to administer employees' records.

Option to not calculate income tax

If you have employees whose total income is less than their total claim amount on their TD1, you can turn off tax calculation in their employee record.

If you're updating from the Sage 50 Accounting 2013.3 release, you get to experience product updates that are quick, convenient, and effortless. We've eliminated work interruptions by making the updates download in the background. We've also simplified installation even further by not requiring you to enter your key code or serial number if you're connected to the internet.

Minimized file size for faster downloads and installation

Your time is valuable for your business. We've given you back some more by making product downloads and installation much faster with a smaller file size.

Sales Taxes - Keep Up With Government Changes

Changes to the Manitoba sales tax

Effective July 1, 2013, the Manitoba Retail Sales Tax (RST) rate increased to 8%. This tax is calculated on the selling price of most goods and some services, before the GST is applied. New companies created in this release use the new rate of 8%.

Increased stability

Database upgrade

Your business is always moving forward and so should your software. We're preparing for tomorrow by upgrading the Sage 50 Accounting database to MySQL 5.6.10. This new technology provides you with increased stability and gives you peace of mind as your business grows.

Technology to help you get the most out of your Sage 50 Accounting investment

Sage Advisor

New technology has been added to Sage 50 Accounting that will help you discover valuable capabilities so you can become more efficient and effective while using Sage 50 Accounting. You'll get information where and when you need it.

Sage 50 Accounting 2013

The following are new features included in Sage 50 Accounting 2013:

Sage 50 First Step Accounting

Installation – Easier to Install or Upgrade

Install Sage 50 in 5 clicks
Installing Sage 50 is easier with an improved wizard. In 5 easy steps, you’re guided through a more streamlined process that provides clearer installation options and more intuitive instructions.

Electronic Payments – Increased Convenience

Email vendors a payment notification for electronic payments
Avoid any payment discrepancies by notifying your vendor whenever you make a direct deposit to their bank account. You have the option to email a direct deposit stub to your vendor after you record an electronic payment in Sage 50.

Sales Taxes – Keep Up With Government Changes

Update QST in Quebec
The QST Update wizard helps Quebec customers convert easily by updating their QST tax and tax codes to the new rate and new basis of calculation.

Return to PST in British Columbia
The BC PST Update wizard helps B.C. clients convert easily by creating a new PST tax and new tax codes that include GST and PST.

Change to HST in PEI
The HST Update Wizard helps PEI clients convert easily to the new HST by creating new tax codes.

Sage 50 Pro Accounting

Sage 50 Pro Accounting has all the benefits of Sage 50 First Step Accounting plus the following features:

Installation – Easier to Install or Upgrade

Install Sage 50 in 5 clicks
Installing Sage 50 is easier with an improved wizard. In 5 easy steps, you’re guided through a more streamlined process that provides clearer installation options and more intuitive instructions.

Employees – Remain Accurate

Track insurable vacation hours required on Record of Employment (ROE) slips
Employers are required to record the employee's work history on a Record of Employment (ROE) form, including the employee's insurable vacation hours. To comply with this requirement, Sage 50 Accounting 2013 records and tracks the number of total insurable vacation hours taken for you, and enters them directly in box 15A on the ROE form that you create in Sage 50.

Sales Taxes – Keep Up With Government Changes

Update QST in Quebec
The QST Update wizard helps Quebec customers convert easily by updating their QST tax and tax codes to the new rate and new basis of calculation.

Return to PST in British Columbia
The BC PST Update wizard helps B.C. clients convert easily by creating a new PST tax and new tax codes that include GST and PST.

Change to HST in PEI
The HST Update Wizard helps PEI clients convert easily to the new HST by creating new tax codes.

Install Sage 50 in 5 clicks
Installing Sage 50 is easier with an improved wizard. In 5 easy steps, you’re guided through a more streamlined process that provides clearer installation options and more intuitive instructions.

Electronic Payments – Increased Convenience

Accept and record credit card payments in US dollar currency with a US dollar merchant account
If you do business in US dollars and have customers who prefer to be billed in US dollars, you can now record, process, and track credit card payments in US dollars in Sage 50. In this way, Sage 50 not only allows you to accommodate your customer needs, these transactions are also recorded more accurately when they are in a single currency. Integrated with Sage Payment Solutions1, you can also switch between multiple Sage Payment Solutions accounts and choose to process foreign credit card payments in a Canadian dollar or US dollar merchant account.

Business Insight – Get Easier Access To Key Data

Customize financial spreadsheets using the new Report Designer
This version of the Sage 50 Business Intelligence2 includes the Report Designer, a Microsoft® Excel® add-in that expands the existing functionality of the Report Manager. The Report Designer allows the novice user to generate financial reports more easily and decreases the need for manual cut-and-paste. In addition, Sage 50 Business Intelligence provides a user-friendly way to create or modify the layouts of these reports to suit your reporting needs.

Receive timely business reports on the go
Get your business intelligence reports when you need it, even when you're away from your desk. With Sage 50 Business Intelligence, you can easily share reports by email, FTP, or web publishing, and also set up rules so that you only receive reports when you want to.

View graphical trend forecasts of key business data (available only in Sage 50 Quantum Accounting)
The Trends Forecast dashboard illustrates your company's projected performance in a set of four graphs, and provides trend forecasts of your business' key performance data or indicators (KPIs).

Based on your company's historical data, the Trends Forecast dashboard maps out the trends it finds in your company's data. The dashboard is easily accessible in the program and allows you to adjust your plans quickly to changes in your business.

Employees – Remain Accurate and Compliant

Look up and review posted paycheques
When you need to verify the information on a posted paycheque or if you need to make a correction, you can look up and display the paycheque quickly using the Look Up tool.

In the payroll journal, you can look up and make corrections to paycheques made in the current and previous year. You can also bring up individual paycheques by drilling down in the payroll reports.

Track insurable vacation hours required on Record of Employment (ROE) slips
Employers are required to record the employee's work history on a Record of Employment (ROE) form, including the employee's insurable vacation hours. To comply with this requirement, Sage 50 Accounting 2013 records and tracks the number of total insurable vacation hours taken for you, and enters them directly in box 15A on the ROE form that you create in Sage 50.

Post paycheques into future years
This new feature makes it convenient for employers to record a post-dated paycheque in a new year, and make your records more accurately reflect your business process. Instead of making multiple manual entries, you can now record paycheques in the Payroll journal and date them in the next calendar year without closing off the current fiscal year. You can also look up these paycheques to make corrections at any time.

Sales Taxes – Keep Up With Government Changes

Update QST in Quebec
The QST Update wizard helps Quebec customers convert easily by updating their QST tax and tax codes to the new rate and new basis of calculation.

Return to PST in British Columbia
The BC PST Update wizard helps B.C. clients convert easily by creating a new PST tax and new tax codes that include GST and PST.

Change to HST in PEI
The HST Update Wizard helps PEI clients convert easily to the new HST by creating new tax codes.

Sage Simply Accounting 2012

The following are new features included in Sage Simply Accounting 2012:

Sage Simply Accounting First Step

Hide Accounts With Zero Balances On Financial Reports
For reporting flexibility, select this new report option if you want to omit accounts with zero balances on balance sheets and income statements.

Print Cheque Log for Previous Year
You can print and review Cheque Log reports for the previous year and verify cheque activity for the current and previous fiscal year.

Sage Simply Accounting Pro

Sage Simply Accounting Pro has all the benefits of Sage Simply Accounting First Step plus the following features:

Show Active Records in the Home Window
The Home window displays both active and inactive records in the records list until you clear the box Include inactive … at the bottom of each list.

The exclusion of inactive records from this list improves your work flow and analysis and enables you to view only the relevant active accounts, vendor, customers, employees, items and services, and projects in the Home Window listing.

Modify Remittance Transactions with the Proper Audit Trail
No matter where they are recorded, all transactions that affect remittances are now consistently tracked and reported in the Remittances journal and on the remittance report. The transactions in the Remittances journal can also be adjusted and any errors properly corrected.

Track and Pay Remittances Using Any Payment Method
Sage Simply Accounting has expanded the number of payment methods you can record against a remittance payment. You can now record remittance payments made with cash, cheque, credit card, or direct deposit.

Improved Payroll Journal Window
The changes to the payroll journal window increase the flexibility in the way you pay your employees and your overall efficiency.

The improvements include:

Employee hourly rates and piece rates are now displayed on the paycheque

A note is displayed onscreen whenever the maximum deductions for CPP/QPP, EI, and QPIP are reached

Print and post in one click

Improved Payroll Cheque Run Window1
The redesigned window allows you to improve your work flow, pay employees quickly in the payroll cheque run while withholding, tracking, and remitting source deductions and employer contributions. New list options also allow you to select unpaid employees automatically by pay period end date and pay period frequency.

The improvements made include:

Paycheque details are accessible from the Payroll Cheque Run

Hours and salaries can be entered directly in the Payroll Cheque Run

Switch between paying one employee to paying multiple employees on-the-fly

Select employees by pay period end date

Report Multiple Quebec Employee Benefits on RL-1 Slips1
To be compliant with Revenu Quebec and the Canada Revenue Agency, you can now track Quebec employee benefits more accurately by setting up additional payroll incomes to use a new Quebec benefit income type. These new payroll incomes will be reported on the employees' Relevé 1 (RL-1) slips but not on their T4 slips.

To set up these new payroll incomes to track Quebec benefits, in the Type column, click the magnifying glass and select Benefit (Que) from the list.

Calculate Withholdings on Payroll Advances1
To be compliant with the Canada Revenue Agency, this version of Sage Simply Accounting allows you to pay an employee an advance and have the appropriate withholding amounts automatically calculated and withheld from the advanced amount.

If you are providing a payroll advance that is taxable, enter this amount in the Advances box in the payroll journal. If you are providing a loan that is not taxable, enter the amount in the Loans box.

Existing payroll advances will be converted to non-taxable loans when you upgrade to this version of Sage Simply Accounting.

Update Multiple Employee Personal Tax Amounts
You can efficiently update the federal and provincial personal tax credits for all your employees at one time or just for a group of employees you've selected. To access this feature, in the Maintenance menu, select Update Employee Claims.

If you subscribe to a Sage Business Care plan with payroll tax table updates, the latest basic personal claim amount changes are included in the Sage Simply Accounting payroll updates so that you will always have the latest claim amounts with which to update your employee records.

Sage Simply Accounting Premium, Enterprise, and Accountants' Edition

Sage Simply Accounting Premium, Enterprise, and Accountants' Edition have all the benefits of Sage Simply Accounting Pro plus the following features:

Filter and Assign New WCB Rate to Selected Employees
By modifying the WCB rate for a group of employees at the same time, you can save time and quickly update the WCB rate changes with less chance of errors.

In the Maintenance menu, select Update Employee WCB Rate. You can then choose to change the WCB rates by province or territory, by Sage Simply Accounting job categories, or by existing rates in your company data.

Produce Project Income Statement Report2
This new report shows how your business is doing, enabling you to make better business decisions. The report provides summary and detail views of project revenues and expenses. You can quickly analyze project data from multiple angles, produce graphs, and see a side-by-side comparison of projects for meaningful analysis.

Generate Additional Payroll Reports2
These new reports give you insight into your payroll costs: how they are distributed over job categories, departments, and projects. The data reported can be represented in graphs, and contain summary and detail views.

The new reports include:

Detailed Employee Hours and Wages by Job Category

Summarized Employee Hours and Wages by Job Category

Employee Wages by Departments

Employee Hours and Wages by Project

The Pro with Payroll and Premium with Payroll 2012 editions are available at software retail outlets. When purchasing Pro or Premium directly from Sage, the Payroll option may be added by purchasing a Sage Business Care Gold plan. Additional fees apply. Enterprise includes the Sage Business Care Gold plan.

Requires Sage Simply Accounting Intelligence. Additional fees apply.

Sage Simply Accounting 2011

The following are new features included in Sage Simply Accounting 2011:

Sage Simply Accounting First Step

File GST and HST Returns Online
You can use Sage Simply Accounting to generate and save an electronic version of your GST/HST return (.tax file) that you upload to the Canada Revenue Agency using the Internet File Transfer service. This makes filing your tax returns more efficient, and reduces any reporting and filing mistakes.

Note: Sage Simply Accounting does not support the GST/HST online filing service for Revenu Québec.

Swipe Credit and Debit Cards
Electronic processing of credit card payments has been updated to use Sage Exchange, a PA-DSS certified payment processing application. If you are processing credit card payments, you should ensure you are PCI compliant to avoid fines and fees.

Sage Exchange also supports card swipe readers1. Swiping credit or debit cards through a terminal device have lower associated transaction fees, and lowers the risk of fraud, speeds up data entry, and reduces the transaction processing time. For more information about Sage Exchange, go to the Sage Payment Solutions web site.

Synchronization with Sage Billing Boss
Sage Billing Boss (www.billingboss.com) is an online invoicing tool designed for small businesses. Synchronize with Billing Boss is an efficient way to synchronize Billing Boss customers, invoices, and receipts with Sage Simply Accounting. Customers, invoices, and receipts can be created or adjusted in Billing Boss and then automatically added or updated in the Sage Simply Accounting company data.2

Support for Multi-Character Search in Search Windows
When searching for customers, vendors, inventory items, etc in their respective search windows, the results are automatically filtered according to the characters entered so you can quickly find what you need. For example, if you have a customer with the name Joe Smith, you could enter JO and the results filter out any names that begin with JA, JI, etc and go directly to the customers with names starting with JO.

Maintain Display Settings for Multiple Monitors
If you move your Sage Simply Accounting data between computers that either have a single monitor or multiple monitors as well as different configurations, you can do so easily without having windows disappear off-screen.

Sage Simply Accounting Pro

Sage Simply Accounting Pro has all the benefits of Sage Simply Accounting First Step plus the following features:

QuickBooks®-to-Sage Simply Accounting Conversion Wizard
The QuickBooks-to-Sage Simply Accounting Conversion Wizard has been updated to easily convert company data from Quickbooks 2010 into a Sage Simply Accounting company file.

File T5018 Returns Online
In this new version of Sage Simply Accounting, you can create a T5018 return file that you can upload to Canada Revenue Agency (CRA) using the Internet File Transfer service. This allows you to comply with Canada Revenue Agency's new mandatory electronic filing requirements where a filing of more than 50 returns must be filed electronically.

If you are printing on T5018 forms, your company and your contractors' CRA business numbers are also now printed correctly on the forms.

Support for Additional T4 and RL-1 Codes
This version of Sage Simply Accounting supports these additional codes for T4 slips: code 71 for Status Indian employees, code 85 for employee-paid premiums for private health services plans, code 31 for special work site, and code 33 for medical travel assistance. In addition, code R for Status Indian employees is also supported for Relevé 1 slips.

Store T4 and RL-1 Summary and Online Filing Information
When you print T4 slips or file them electronically, you can enter or change the Payroll Account Number in the same window that is used to print or file T4 slips. Sage Simply Accounting also saves all the business and contact information entered and displays them in the RL-1 window. This ensures the correct business and contact information is used in repeated filings.4

Hide the Corrections in Payroll Reports
You can now choose to hide all payroll corrections in these payroll reports: Employee and Job Category Detail reports. To hide the corrections, in the Modify Report window for these reports, make sure the Show Corrections box is unselected.

Print Projects on Separate Pages in the Project Income Report
In the Project Income Summary and Detail reports, you can choose to start printing each project on a new page or save paper by allowing the projects to print continuously. By default, Sage Simply Accounting prints each project starting on a new page.

To allow the projects to print continuously, on the File menu of each report, clear Separate Each Project on a New Page When Printed.

Sage Simply Accounting Premium

Sage Simply Accounting Premium has all the benefits of Sage Simply Accounting Pro plus the following features:

View Dashboard and Set of Reports
Sage Simply Accounting Intelligence is an easy-to-use and powerful reporting solution based on Microsoft® Excel® within Sage Simply Accounting. Sage Simply Accounting Intelligence includes ready-to-use reports and dashboards that can be easily customized for your business needs.5

Improved Time and Billing Reports

Customer time and billing report. These new headings have been added to the detailed version of this report: the sales invoice number, the date on the sales invoice, and whether or not a time slip activity has been added to a sales invoice (invoiced, partially invoiced, or not invoiced).

Employee time and billing report. These new headings have been added to the detailed version of this report: the payroll cheque number used to pay an employee for a billed activity, the date on the paycheque, and whether or not a paycheque has been issued (paid or N/A).

Sage Simply Accounting Enterprise

Sage Simply Accounting Enterprise has all the benefits of Sage Simply Accounting Premium plus the following features:

Report Inventory Transactions
New reports available in this new version of Sage Simply Accounting Enterprise report on build of materials, item assemblies, inventory adjustments and transfers. Use these to track your inventory transactions more efficiently and easily.

Track Vendor Item Information
You can now create associations between a vendor's item and your own inventory item. When creating purchase orders, quotes, or invoices, you can search for items using either your item number or vendor item number. Also, there is the option of using your item number or the vendor item number on the order, quote, or invoice. In addition, you can quickly see when you past purchased that item and how much you paid for it.

Indicate Project on Orders
When creating orders and invoices for either sales or purchases, you can select a project for tracking purposes. If an order with an assigned project is converted to an invoice, the project remains assigned to the invoice and does not have to be selected once again. Use the new report, Project Allocated Orders, to quickly view any invoices or orders assigned to a project. You can also choose to view this information by inventory item, Project Allocated Orders by Inventory Item.

Track Budget Projects Across Fiscal Years
With Sage Simply Accounting Enterprise, you now have the flexibility to budget information for a project for the current fiscal year and up to 4 future fiscal years. Create project reports that span across fiscal years for current or future budgeting purposes.

Track Salaried Employee Work With Time Slips
To ensure accurate reporting, billing, and payment, you can now record hourly payroll expenses of a salaried employee for a project on time slips.

Track Contractor Work With Time Slips
In Sage Simply Accounting Enterprise, you can now track the work performed by contractors in time slips and automatically add this information to purchase invoices. This allows you to easily reconcile contractor invoices with your records in Sage Simply Accounting.

To begin using this feature, create a new vendor record for the contractor, and turn on the contractor status in the record. The new Time and Billing Purchases reports list the time spent on activities, amounts related to contractor time slips and purchase invoices, and activities performed grouped by customer or activity. You can use these reports to reconcile purchase invoices that your receive from contractors with your records in Sage Simply Accounting.

Sage Simply Accounting 2010

Streamlined Installation Wizard
Simply Accounting has simplified the installation wizard by reducing the number of steps in the installation process. The wizard also provides more guidance to help you through the installation process, including notes about how to install the software on systems that use a firewall.

Improved Sales and Purchases Windows
The re-designed Sales and Purchases windows are more user-friendly, and allow you to enter information more quickly and efficiently.

New Simply Accounting Troubleshooting Tool
The new Simply Accounting Troubleshooter helps you understand and recover from common Connection Manager issues. To access the Simply Accounting Troubleshooter, on your desktop, open the Start menu and select Simply Accounting Troubleshooter from the Simply Accounting program group. Note: The Simply Accounting Troubleshooter is not available on Linux.

Faster Start-Up Times
The time it takes to open company files in Simply Accounting is now shorter.

Easier Access to Balances and Totals From the Latest Transaction Date
By default, total sums and balances on the Home Window are now calculated using the latest transaction date. You can still display balances by session date if you select Calculate Record Balances in Home Window Lists by Session Date as a user preference.

Preparing ROE Forms for Web Submission ( Payroll Only)
You can now create a bulk ROE file in Simply Accounting which allows you to prepare more than one ROE form and submit them to the ROE Web site in a single draft file. You can review, modify, and print these ROE forms before they are submitted to the Canada Revenue Agency.

For those who are not familiar with how to complete the ROE forms, Simply Accounting provides the appropriate help with each field in the form.

Faster Start-Up Times
The time it takes to open company files in Simply Accounting is now shorter.

Additional Enhancements in Simply Accounting Enterprise

Improved Inventory Management
The following changes were made to improve how inventory is managed in Simply Accounting Enterprise:

Simplified removal of inventory items Remove items from your inventory without clearing the tracking data for all items. This means you can still look up past transactions that use these removed items. Inventory items with a zero quantity and value can now be deleted in one easy step.

Control who removes inventory Simply Accounting has added new inventory user permissions to safeguard your data when using the new inventory removing feature.

Faster reporting Simply Accounting Enterprise has improved the speed at which inventory reports are generated. With the increased reporting speed, you can generate reports as often as you wish without having to wait for a long time.

Faster Transaction Posting in Multi-User Mode
To speed up data entry, transactions go through a verification process. If any errors or conflicts are detected, you will be notified and then allowed to fix the issue in the Unprocessed Transactions window before re-posting the transaction.

Sage Simply Accounting 2009

More Platforms to Store Your Company Data
You can now store and access your Simply Accounting data from a supported Linux Server. The Connection Manager for Linux is available free-of-charge to all customers running Simply Accounting 2009.

The Simply Accounting Connection Manager is supported on the following platforms:

Windows 2000

Windows XP

Windows Vista

Windows Server 2003 R2 and 2008, and Windows Small Business Server 2003

Linux SuSE Enterprise Server 10

Linux Red Hat Enterprise Server 5

Additional Report Enhancements

Auto-fit Column Size: All reports include a full set of customization features, including the ability to change a column's width to fit all contents.

We have also improved the Tax Report to make it easier to transcribe the results to the GST/HST Remittance form.

Additional Banking Features
The Transfer Funds feature now supports credit card receivables and payables, in addition to cash and bank accounts. You can now quickly record a transfer of funds to or from your credit card, bank, or line of credit accounts.

E-mail Simply Forms in PDF Format
Your custom Simply Forms, such as customer invoices, can now be e-mailed as PDF attachments.

Automated Credit Card Processing
Automate your credit card processing with an affordable online service from Sage Payment Solutions. When you sign up for a merchant account at Sage Payment Solutions, you can authorize credit card payments directly from Simply Accounting sales transactions, and then go online to manage your account and view payment reports.

More Learning Resources and Enhanced Help Search

Redesigned Learning Centre: Use the redesigned Learning Centre as your launch pad for all Simply Accounting learning resources. You'll find new and frequently updated information in the Learning Centre, including training information and videos, answers to frequently asked questions, updated news and service offerings, and have real time access to discussions in the Simply Accounting Online Community.

Enhanced Help Search: Search for answers to your questions in the Help, or search the Online Community directly from Simply Accounting.

New Getting Started Page: Follow the links and directions in the Getting Started page to learn what to do after you've created your company database, and get help with common tasks.

Automatic Activation
If you are connected to the Internet, you can now retrieve your Simply Accounting activation key code directly from us, online, instead of manually typing in the information from your registration e-mail. And, if you're eligible for payroll services, your Simply Accounting payroll id will be automatically retrieved and entered to give you immediate access to automatic payroll calculations.

Sage Simply Accounting Pro

Streamlined Setup and Conversion Options

Use the new Setup Guide to quickly add or edit customer, vendor, employee, and account information. Be sure to watch the quick start tutorials to see just how easy it is to set up your business records in Simply Accounting.

The New Company Setup Wizard now directly supports quick and easy conversion of your QuickBooks® 2006 or 2007 company to Simply Accounting.

Additional Home Window Enhancements

The Home Window now displays all window contents, without scrolling, at an 800 x 600 display resolution. If you're still using the Classic View, switch to the Enhanced View and give the new Home Window another try.

List panes are now customizable. You can show or hide columns that are not the primary name or description.

All changes you make to the Home Window are now saved - including list pane customizations, and whether a pane is expanded or collapsed.

Additional Report Enhancements

Project Reports: You can now Show Corrections on Project reports.

Account Reconciliation Reports: We've simplified the formatting of all Account Reconciliation reports, and you can now customize the report columns in the Summary and Detail reports.

E-mail Direct Deposit Stubs
If you direct deposit an employee's pay, you can now e-mail a copy of the direct deposit stub (in PDF format) to the e-mail address noted in the employee record. Several e-mail form templates are provided, which you can customize, if required, in the Simply Form Designer.

Payroll Enhancements

Order of EI and CPP Amounts: We've switched the order that EI and CPP fields display on payroll screens and key reports to help you avoid transcription errors when completing government forms such as the PD7A remittance form.

Withhold Additional Quebec Tax: You can now deduct additional Quebec income tax from a Quebec employee's pay. To automatically withhold additional Quebec tax from an employee's pay, fill in the Additional Quebec Tax field on the Taxes tab of the employee's record.

Gross (Taxable) Payroll Amount on the Remittance Summary Report: To help you complete the PD7A payroll remittance form (which records CPP, EI, and Federal Income tax payable to the Receiver General), the gross (taxable) payroll amount for all employees in the remittance period is now noted on the Remittance Summary report.

Additional Columns in the Employee Detail Report: You can now customize the Employee Detail report to include the system-defined Federal and Quebec benefit amounts (defined as Benefits and Benef. Que in Settings > Payroll > Incomes), and the payroll period end date.

New Year End Review (PIER) Report for payroll subscribers: Active payroll subscribers can display and print the new Year End Review (PIER) report. This report will identify CPP/QPP and EI discrepancies so that you can review and revise your payroll records before you product employee T4 slips. This report is based on the Canada Revenue Agency's Pensionable and Insurable Earnings Review (PIER).

Sage Simply Accounting Premium

Additional Report Enhancements

New Sales Receipts by Payment Method Report: The summary of receipts by payment method has been removed from the Sales Synopsis report and is now included in the new analysis report, Sales Receipts by Payment Method.

Hide Account Detail in Financial Reports: You can now hide "group" and "subgroup" accounts on the Income Statement and Balance Sheet, including comparative versions of these reports. Customize the report using the new Totals option in the Modify Report window, or conveniently expand or collapse the accounts in select groups or subgroups directly in the displayed report.

Sage Simply Accounting Enterprise

More Scalable
For complex operations and growing businesses, Simply Accounting now supports up to:

1000 Departments

1000 Price Lists

100 "Ship To" Addresses per customer

More Granular Security
In Simply Accounting Enterprise, there are now more ways to secure your company information. You can now limit a user's access to Account Reconciliation and Deposit Slips in the Accounts & General Ledger module. In the new Advanced Reporting window, you can also control exactly which Financial and Banking reports a user can view and edit, giving users access rights to only the reports they need.

Sage Simply Accounting 2008

New Database
More robust, greater security, and faster for users with high volume of transactions and/or records.

Multiple selection is now done the windows' way. Use shift and ctrl key

Added second payable and receivable bank account

Keep the same vendor/customer in an invoice when entering transactions

working copy

Bring Home Window to Front button

Export to Excel 97

Restore database from the welcome window

Ship to address for customer

Elimination of the "Set ready" concept

Print subtotal before tax in invoice

Default employee benefits

Active/Inactive employees

Default employee hours worked

Reorganize payroll linked accounts

Automatically clear data

Clear Acct Rec journal after posting

Acct Rec detail reports now show subtotals

Sage Simply Accounting 6.0

Internet Links

Links to MS Office

Order Entry

Quotes and Estimates

Add on the Fly

Daily Business Manger

Credit Card sales

Cash Flow Statement

Printed Receipts

Customizable T4 Form

Modify Accounts Wizard

Linked Accounts Wizard

Accounting/Non-Accounting Terminology Switch

Ability to Suppress GL account numbers

Additional Info in the To Do list

Additional company templates

Service Items

Two years Job costing reports

Easier to use Report Writer (Crystal)

1099 Forms (US)

Sage Simply Accounting 5.0

Purchase Orders

Negative Inventory

Automatic Adjustments

Data backup and restore

Discounts and payment terms

Drill down from reports to see details and related information

Todo lists

Additional Graphs

Setup / Settings Wizard

Toolbars

32-bit for Windows (but still runs on Windows 3.1)

Sage Simply Accounting 4.0

Maintain two years of data

Comparative Reports

Graphs

Track Inventory Turnover

Lookup posted invoices

Recurring Entries

Longer source codes and item numbers (13 chars)

Status bar

Sage Simply Accounting 3.0

Budget

Bank Reconciliation

Business Advice

Additional Payroll Deductions

Customizable Forms (CA-RET)

Customizable Journals (Container)

Sage Simply Accounting 2.0

Cash accounting

DDE

One-time vendors and customers

Cash sales and purchases

Minimum one-year commitment required. Valid credit card and Internet access required to activate and maintain support and services. Activation of your Sage Business Care plan must occur within 30 days of your product registration to have access to benefits for the entire term of your plan. To ensure continuous service, your Sage Business Care plan is an automatically renewing plan. The traditional plan is an annual plan with a perpetual license to the software; therefore, you own the license. The subscription plan is an annual subscription with a lease to the software license; therefore, you can only use the license while you are on the plan. You may terminate any of the plans with at least ten days’ notice prior to your renewal date and not be charged for the renewal; however, if you terminate your subscription plan or if your subscription payment is not received, you will have read-only access to your data, and full program functionality will not be restored until you have brought your account current. The subscription plan requires that you be on the most current version of the software to continue your subscription.

Support specialists reserve the right to limit the duration of customer support calls.

Sage Drive is only available to customers on the latest release of Sage 50c Accounting and requires a computer with Internet Explorer 10, Firefox, or Chrome and a high-speed Internet connection. Sage 50 data may only be accessed from one additional device, by one person at a time, and there are limits as to the amount of data that can be accessed. Data access is subject to Internet provider network availability and occasional downtime due to system and server maintenance.

Only customers on the latest release of Sage 50c Accounting have access to the Sage One integration. The Sage One integration includes a subscription to Sage One. If customer cancels the Sage One integration service, to maintain access to Sage One, customer must set up separate billing. Not all Sage One features available on the mobile app. Mobile devices sold separately and require a data plan. Data access is subject to cellular provider network availability and occasional downtime due to system maintenance.

Pay up to 10 employees. Additional fees apply for more employees. Find out more about the Employee Limits on Payroll. All access to any payroll features or functionality requires a service plan with payroll processing. A plan is also required to print, process, and file CRA forms

Minimum one-year commitment required. Valid credit card and Internet access required to activate and maintain support and services. Activation of your Sage Business Care plan must occur within 30 days of your product registration to have access to benefits for the entire term of your plan. To ensure continuous service, your Sage Business Care plan is an automatically renewing plan. The traditional plan is an annual plan with a perpetual license to the software; therefore, you own the license. The subscription plan is an annual subscription with a lease to the software license; therefore, you can only use the software while you are on the plan. You may terminate any of the plans with at least seven days’ notice prior to your renewal date and not be charged for the renewal; however, if you terminate your subscription plan or if your subscription payment is not received, you will have read-only access to your data, and full program functionality will not be restored until you have brought your account current. The subscription plan requires that you be on the most current version of the software to continue your subscription.